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THE ART OF FINANCE with James Bagshaw Cert PFS MON Y MATT RS
 
INCOME ENHANCEMENT
 
 
INHERITANCE TAX
 
 
 
DID YOU KNOW that by correctly registering the debt against a Spanish Property allows for a reduction in the assessable value of the property for Spanish Inheritance Tax purposes by the amount of the debt? Depending on the amount of the borrowing, this could ‘reduce your potential liability’ to Spanish Inheritance Tax by up to 100% thereby saving you potentially hundreds of thousands of Euros. MAYBE IT’S TIME YOU LEARNED MORE. Many people find themselves in a situation whereby they own a ‘mortgage free’ Spanish Property that has appreciated in value over the last few years. For many, this property is invariably their most major asset. With Pension Income not keeping pace with the general rise of the cost of living, more and more people are looking at ways of utilising this locked up value in their property, which can be used to provide ‘supplementary income’ to enhance existing arrangements and ensure a better standard of living. By doing so, it may well reduce significantly the assessable value of the property for Inheritance Tax purposes. DID YOU KNOW that you can use your Spanish Property as security against an ‘interest only loan’? The capital raised is placed in a secure, specially designed and regulated investment Portfolio; ‘specified & monitored by the lender’ & structured to provide repayment of the loan, income & costs.
 
Born in the UK, James Bagshaw has spent the last 20 years bringing his expertise in Financial Advice to expatriate and international investors seeking services covering all areas of Financial Planning; investment, saving, protection and mortgages as well as the more complex areas of Spanish Inheritance Tax Planning and Income Release. Mr. Bagshaw currently resides in Spain and works as a Financial Advisor with (OIB) Offshore Investment Brokers, located in Estepona. For more information, contact: jamesbagshaw@oibinternational.commailto:jamesbagshaw@oibinternational.comshapeimage_18_link_0
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Unlocking the Potential in your Spanish Property